Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
If you own Marvell Technology (MRVL) or NVIDIA, you own one idea: the world is building AI data centers as fast as the supply chain allows. NVIDIA sells the whole factory and rents its architecture to everybody. Marvell designs the custom parts hyperscalers use to build alternatives to NVIDIA's chips. Same trend, opposite ends, which is why these two belong side by side.
AT&T (NYSE:T) Chairman and CEO John Stankey said the company’s strategy remains centered on expanding fiber infrastructure, strengthening its wireless network and using the two services together to drive customer growth, lower churn and improve household economics. Speaking at the Goldman Sachs
Intel (INTC) closed the most recent trading day at $106.23, moving +1.68% from the previous trading session.
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing. At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, the two companies announced several updates related to this technology and next-generation chip production. While the update offers evidence of High-NA’s manufacturing […]
Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition. A September 2 report from MacRumors highlighted a key milestone: Apple notified developers that universal Mac App Store apps requiring macOS 13 or later can now drop support for Intel-based Macs. Removing Intel binary slices simplifies app development and reduces […]
On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC). In response, Mad Money host Jim Cramer said: Okay, now, let’s own this right up front. I got too excited about Intel because I knew it was going to have a good quarter. It had an […]
The turnaround is becoming visible, but Tuesday's 9% surge already consumed much of the projected upside.
Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.
NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months. Management has just told the market to expect a much larger revenue quarter, and the easy read is that a step that size cannot already be in the price. But the stock's reaction suggests investors have already absorbed much of the news. The question is how much of the revenue step translates into value for shareholders.
AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.
AMKR's $12B Arizona expansion adds major advanced packaging capacity, backed by customer commitments and key TSMC and NVIDIA partnerships.
Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.
Intel shares have surged over 300% in the past year, yet Wall Street remains skeptical and the stock sits nearly 20% off its peak. A specific set of milestones could push INTC to a price most analysts refuse to say out loud.
When quality dividend stocks drift toward 52-week lows, patient income investors often find their best opportunities hiding in plain sight. Five household names are sitting at beaten-down prices right now, and the yields they are offering demand a closer look.
Data center profits have nearly quadrupled. But is that enough to support the stock's new price?
UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.
A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael
Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.
Crude oil pushed toward $100 per barrel amid Middle East conflict and U.S.-Canada trade friction, today, Sept. 8, 2026.
Three chip giants may have quietly changed the equation
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
